PRESBYTERIAN HOMES FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN HOMES FOUNDATION (EIN 41-1465334)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-12
- IRS object ID
- 202402259349300425
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-12T09:43:55-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 WEST BRIDGE STREET | AddressLine1Txt |
| City | OWATONNA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411465334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN HOMES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 6516316162 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2845 HAMLINE AVENUE NORTH | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MEYER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6516316162 | PhoneNum |
| Signature | 2024-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN HARTERT | PreparerPersonNm |
| PTIN | P02236744 | PTIN |
| Phone | 5074467100 | PhoneNum |
| Preparation | 2024-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL LINDH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2845 HAMLINE AVENUE NORTH | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,097,701 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRESHOMES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,256,330 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,005,449 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,092,252 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,256,330 | PYTotalRevenueAmt |
| CY Total Revenue | $9,097,701 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,033,956 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,840,099 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,753,544 | PYOtherExpensesAmt |
| CY Other Expenses | $1,513,330 | CYOtherExpensesAmt |
| PY Total Expenses | $7,787,500 | PYTotalExpensesAmt |
| CY Total Expenses | $7,353,429 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,531,170 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,744,272 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,348,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,539,619 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,588,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,441,686 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,760,246 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,097,933 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF PRESBYTERIAN HOMES FOUNDATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,310,845 | ExpenseAmt |
| Grant | $5,840,099 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION IS FORMED TO AID, SUPPORT, AND PROMOTE THE 501(C)(3) PURPOSES OF THE PRESBYTERIAN HOMES AND ITS AFFILIATES. SPECIFICALLY, THE FOUNDATION PROVIDED $5,840,099 IN AWARDS TO AFFILIATED ORGANIZATIONS DURING THE YEAR ENDED SEPTEMBER 30, 2023. THESE AWARDS ARE USED TO PROVIDE HOUSING AND OTHER CARE SERVICES TO THE ELDERLY IN ACCORDANCE WITH THE EXEMPT PURPOSES OF THE RECIPIENT CHARITABLE AFFILIATES. | Desc |
| Total Program Service Expenses | $7,310,845 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI PETERSON | PersonNm |
| Phone | 6516316162 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2845 HAMLINE AVENUE NORTH | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DANIEL LINDH | ||||||||
| CEO & BOARD CHAIR | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $836,839 | $25,618 | |
| MARK MEYER | ||||||||
| CFO & SECRETARY/TREASURER | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $449,215 | $29,663 | |
| DUANE LARSON | ||||||||
| SVP OPERATIONS & VICE CHAIR THRU 12/2022 | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $329,917 | $21,874 | |
| MARK PEDERSON | ||||||||
| SVP OPERATIONS & VICE CHAIR | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $189,597 | $22,932 | |
| JONATHAN FLETCHER | ||||||||
| VP OF DEVELOPMENT | 1.00 | 39.00 | $0 | $358,151 | $25,188 | Yes (X) | ||
| TERESA LARSON | ||||||||
| SVP HUMAN RESOURCES | 1.00 | 39.00 | $0 | $153,546 | $10,011 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,317,265 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $135,286 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PHS MANAGEMENT LLC | |||||
| 2845 HAMLINE AVE N | ROSEVILLE | MN | 55113 | MANAGEMENT FEES | $1,470,746 |
| GREEN OASIS | |||||
| N8232 945TH ST | RIVER FALLS | WI | 54022 | LANDSCAPING SERVICES | $172,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,005,449 | AllOtherContributionsAmt |
| Noncash Contributions | $128,992 | NoncashContributionsAmt |
| Total Contributions | $3,005,449 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,092,252 | TotalRevenueColumnAmt |
| Exclusion | $6,092,252 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,097,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,092,252 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,778,735 | TotalAmt |
| Program Services | $5,778,735 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,364 | TotalAmt |
| Program Services | $61,364 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470,746 | TotalAmt |
| Program Services | $1,470,746 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,320 | TotalAmt |
| Management And General | $8,320 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Total | $34,264 | TotalAmt |
| Management And General | $34,264 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,353,429 | TotalAmt |
| Program Services | $7,310,845 | ProgramServicesAmt |
| Management And General | $42,584 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,254,277 | BOYAmt |
| EOY | $2,080,549 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,919 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,470,917 | BOYAmt |
| EOY | $75,965,270 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324,000 | BOYAmt |
| EOY | $2,324,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,169,800 | BOYAmt |
| EOY | $1,169,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,348,913 | BOYAmt |
| EOY | $81,539,619 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,547 | BOYAmt |
| EOY | $520,762 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,034,120 | BOYAmt |
| EOY | $15,920,924 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,588,667 | BOYAmt |
| EOY | $16,441,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,453,235 | BOYAmt |
| EOY | $4,073,922 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,213,481 | BOYAmt |
| EOY | $61,024,011 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,760,246 | BOYAmt |
| EOY | $65,097,933 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,348,913 | BOYAmt |
| EOY | $81,539,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,744,272 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,593,415 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,796,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,346,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,250,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,256,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,005,449 | CurrentTaxYearAmt |
| Total | $26,655,849 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,796,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,346,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,250,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,256,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,005,449 | CurrentTaxYearAmt |
| Total | $26,655,849 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,271,568 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,384,281 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,996,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,016,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,475,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $6,092,252 | CurrentTaxYearAmt |
| Total | $26,579,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,235,798 | TotalSupportAmt |
| Public Support CY170 | 0.45800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,470,917 | BeginningYearBalanceAmt |
| Contributions | $259,341 | ContributionsAmt |
| Investment Earnings Or Losses | $9,672,422 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,437,409 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,965,270 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,425,510 | BeginningYearBalanceAmt |
| Contributions | $11,208,327 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,994,990 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,167,930 | GrantsOrScholarshipsAmt |
| End Year Balance | $69,470,917 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,042,182 | BeginningYearBalanceAmt |
| Contributions | $10,676,161 | ContributionsAmt |
| Investment Earnings Or Losses | $15,508,827 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,801,661 | GrantsOrScholarshipsAmt |
| End Year Balance | $86,425,510 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,576,968 | BeginningYearBalanceAmt |
| Contributions | $3,764,485 | ContributionsAmt |
| Investment Earnings Or Losses | $3,081,406 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,380,677 | GrantsOrScholarshipsAmt |
| End Year Balance | $63,042,182 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,820,850 | BeginningYearBalanceAmt |
| Contributions | $1,090,681 | ContributionsAmt |
| Investment Earnings Or Losses | $1,964,695 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,299,257 | GrantsOrScholarshipsAmt |
| End Year Balance | $58,576,968 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $15,417,035 |
| CHARITABLE GIFT ANNUITY | $503,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,920,924 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PRESBYTERIAN HOMES FOUNDATION ENDOWMENT FUNDS WILL BE USED AS DIRECTED BY THE DONOR'S RESTRICTIONS. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE STATE STATUTES; CONSEQUENTLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PRESBYTERIAN HOMES OF ARDEN HILLS INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411482075 | 501(C)(3) | $515,534 | $0 | FURTHER EXEMPT PURPOSE |
| PRESBYTERIAN HOMES BLOOMINGTON CARE CENTER INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411862259 | 501(C)(3) | $111,131 | $0 | FURTHER EXEMPT PURPOSE |
| VALLEY SENIOR SERVICE ALLIANCE | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411915023 | 501(C)(3) | $1,377,858 | $0 | FURTHER EXEMPT PURPOSE |
| CASTLE RIDGE CARE CENTER INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 510171801 | 501(C)(3) | $93,652 | $0 | FURTHER EXEMPT PURPOSE |
| PRESBYTERIAN HOMES OF NORTH OAKS INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 300054296 | 501(C)(3) | $139,160 | $0 | FURTHER EXEMPT PURPOSE |
| PRESBYTERIAN HOMES CARE CENTERS INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411500288 | 501(C)(3) | $9,000 | $0 | FURTHER EXEMPT PURPOSE |
| PHSBEACON HILL INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 300093682 | 501(C)(3) | $55,698 | $0 | FURTHER EXEMPT PURPOSE |
| PHSCHANHASSEN INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311725630 | 501(C)(3) | $73,948 | $0 | FURTHER EXEMPT PURPOSE |
| CROIXDALE | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 410843106 | 501(C)(3) | $5,605 | $0 | FURTHER EXEMPT PURPOSE |
| PRESBYTERIAN HOMES OF ANDOVER INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411891862 | 501(C)(3) | $38,440 | $0 | FURTHER EXEMPT PURPOSE |
| PHSINVER GROVE INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311725017 | 501(C)(3) | $107,958 | $0 | FURTHER EXEMPT PURPOSE |
| PHSCOTTAGE GROVE INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 300227875 | 501(C)(3) | $62,223 | $0 | FURTHER EXEMPT PURPOSE |
| PHSWOODBURY INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311630828 | 501(C)(3) | $74,672 | $0 | FURTHER EXEMPT PURPOSE |
| PHSOAKDALE INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411832098 | 501(C)(3) | $10,861 | $0 | FURTHER EXEMPT PURPOSE |
| AVALON SQUARE INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311662044 | 501(C)(3) | $128,576 | $0 | FURTHER EXEMPT PURPOSE |
| KIRKLAND CROSSINGS INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311662039 | 501(C)(3) | $49,515 | $0 | FURTHER EXEMPT PURPOSE |
| GRANDVIEW CHRISTIAN HOME | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 410844893 | 501(C)(3) | $144,913 | $0 | FURTHER EXEMPT PURPOSE |
| PRESBYTERIAN HOMES HOSPICE INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 260766609 | 501(C)(3) | $43,026 | $0 | FURTHER EXEMPT PURPOSE |
| PHM NEW RICHMOND SENIOR HOUSING INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411883153 | 501(C)(3) | $34,422 | $0 | FURTHER EXEMPT PURPOSE |
| SHEPHERD'S PATH SENIOR HOUSING INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 300225161 | 501(C)(3) | $74,016 | $0 | FURTHER EXEMPT PURPOSE |
| PHW MENOMONEE FALLS INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 463069542 | 501(C)(3) | $43,920 | $0 | FURTHER EXEMPT PURPOSE |
| CROSBY SENIOR SERVICES | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 204631039 | 501(C)(3) | $119,407 | $0 | FURTHER EXEMPT PURPOSE |
| HUTCHINSON SENIOR CARE SERVICES | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 272357574 | 501(C)(3) | $9,996 | $0 | FURTHER EXEMPT PURPOSE |
| PRESBYTERIAN HOMES HOUSING & ASSISTED LIVING INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411463801 | 501(C)(3) | $1,468,919 | $0 | FURTHER EXEMPT PURPOSE |
| PHS APPLE VALLEY SENIOR HOUSING INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 810999634 | 501(C)(3) | $70,632 | $0 | FURTHER EXEMPT PURPOSE |
| HUDSON SENIOR HOUSING INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 352515900 | 501(C)(3) | $28,012 | $0 | FURTHER EXEMPT PURPOSE |
| PHSMONTICELLO INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411819439 | 501(C)(3) | $10,521 | $0 | FURTHER EXEMPT PURPOSE |
| PHS MARANATHA INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 410855713 | 501(C)(3) | $159,996 | $0 | FURTHER EXEMPT PURPOSE |
| UW EAU CLAIRE FOUNDATION | ||||||||
| PO BOX 1208 | EAU CLAIRE | WI | 54702 | 390972350 | 501(C)(3) | $25,000 | $0 | FURTHER EXEMPT PURPOSE |
| PRESBYTERIAN HOMES & SERVICES | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 410758756 | 501(C)(3) | $10,282 | $0 | FURTHER EXEMPT PURPOSE |
| CARONDELET VILLAGE INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 264230892 | 501(C)(3) | $74,994 | $0 | FURTHER EXEMPT PURPOSE |
| EAGLECREST SENIOR HOUSING INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 263791446 | 501(C)(3) | $86,662 | $0 | FURTHER EXEMPT PURPOSE |
| PHW GERMANTOWN INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 811502691 | 501(C)(3) | $5,321 | $0 | FURTHER EXEMPT PURPOSE |
| NOAH'S ARK AFFORDABLE HOUSING INC | ||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411777250 | 501(C)(3) | $7,957 | $0 | FURTHER EXEMPT PURPOSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EMPLOYEE HARDSHIP | GrantTypeTxt |
| Recipient | 33 | RecipientCnt |
| Cash Grant | $61,364 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS TO AFFILIATES ARE THE TEMPORARY RESTRICTED GIFTS FROM THE ORIGINAL DONORS WHICH ARE TO BE USED AS INTENDED BY THE DONOR. FUND BALANCES ARE MAINTAINED TO SHOW EACH GIFTS RESTRICTIONS. THE FOUNDATION PROVIDES A LIST OF RESTRICTIONS TO EACH AFFILIATE AT THE TIME OF DONATION AND THE CAMPUS ADMINISTRATOR FOR EACH AFFILIATE IS RESPONSIBLE FOR ENSURING THAT THE FUNDS ARE USED IN ACCORDANCE WITH THE FOUNDATION'S/DONOR'S DIRECTION. SOME OF THE GRANTS LISTED ARE ENDOWMENT DISTRIBUTIONS, WHICH ARE APPROVED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL LINDH | ||||||||||||||
| CEO & BOARD CHAIR | $0 | $813,148 | $0 | $0 | $0 | $23,691 | $0 | $14,750 | $0 | $10,868 | $0 | $862,457 | $0 | $0 |
| MARK MEYER | ||||||||||||||
| CFO & SECRETARY/TREASURER | $0 | $425,562 | $0 | $0 | $0 | $23,653 | $0 | $14,750 | $0 | $14,913 | $0 | $478,878 | $0 | $0 |
| JONATHAN FLETCHER | ||||||||||||||
| VP OF DEVELOPMENT | $0 | $351,146 | $0 | $0 | $0 | $7,005 | $0 | $12,702 | $0 | $12,486 | $0 | $383,339 | $0 | $0 |
| DUANE LARSON | ||||||||||||||
| SVP OPERATIONS & VICE CHAIR THRU 12/ | $0 | $308,632 | $0 | $0 | $0 | $21,285 | $0 | $14,750 | $0 | $7,124 | $0 | $351,791 | $0 | $0 |
| MARK PEDERSON | ||||||||||||||
| SVP OPERATIONS & VICE CHAIR | $0 | $188,833 | $0 | $0 | $0 | $764 | $0 | $8,019 | $0 | $14,913 | $0 | $212,529 | $0 | $0 |
| TERESA LARSON | ||||||||||||||
| SVP HUMAN RESOURCES | $0 | $145,510 | $0 | $0 | $0 | $8,036 | $0 | $7,695 | $0 | $2,316 | $0 | $163,557 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE CEO'S COMPENSATION IS DETERMINED BY PRESBYTERIAN HOMES AND SERVICES, A RELATED ORGANIZATION. PRESBYTERIAN HOMES AND SERVICES USES THE FOLLOWING TO DETERMINE THE CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE 4. COMPENSATION SURVEY OR STUDY | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $128,992 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | PHS MANAGEMENT, LLC PROVIDES MANAGEMENT SERVICES FOR PRESBYTERIAN HOMES FOUNDATION. PHS MANAGEMENT, LLC PROVIDES FINANCIAL ACCOUNTING, OPERATIONAL OVERSIGHT, HUMAN RESOURCES, INFORMATION TECHNOLOGY, CLINICAL NURSING CONSULTATION, CORPORATE COMPLIANCE, COORDINATED ADVERTISING AND MARKETING, STAFFING FOR FUND DEVELOPMENT, AND NEW BUSINESS DEVELOPMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF PRESBYTERIAN HOMES FOUNDATION IS PRESBYTERIAN HOMES AND SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE ORGANIZATION ELECT THE MEMBERS OF THE GOVERNING BODY, BUT NOT IF THE PERSONS ON THE GOVERNING BODY ARE THE ORGANIZATION'S ONLY MEMBERS OR THEIR DELEGATES. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD OF DIRECTORS MAY BY RESOLUTION ORGANIZE ITSELF INTO COMMITTEES. THE BOARD OF DIRECTORS MAY BY RESOLUTION APPOINT COMMITTEES, OF DEFINITE OR INDEFINITE DURATION, FOR SPECIFIC TASKS OR OTHERWISE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 IS PROVIDED TO VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. OFFICERS AND MANAGEMENT OF THE ORGANIZATION HAVE BEEN INVOLVED IN THE PREPARATION OF THE FORM 990 AND HAVE REVIEWED IT THROUGHOUT THE PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION OBTAINS ANNUALLY WRITTEN DISCLOSURES FROM GOVERNING BODY MEMBERS, OFFICERS, AND KEY EMPLOYEES. MANAGEMENT AND OFFICERS REVIEW THESE DISCLOSURES AND EVALUATE WHETHER THE INTEREST COULD RESULT IN A CONFLICT AND THEN TAKE THE NECESSARY STEPS TO REMEDIATE ANY SUCH CONFLICT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XII, LINE 2C | THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CASTLE RIDGE CARE CENTER INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 510171801 | NURSING HOME | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| OPTAGE INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 271507949 | CARE FOR THE ELDERLY | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| GIDEON POND HOUSING CORPORATION | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411428336 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| GIDEON POND WEST INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411671887 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| PHS MARANATHA INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 410855713 | NURSING HOME | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| PHS MONTICELLO INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411819439 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PHSBEACON HILL INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 300093682 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PHSCOTTAGE GROVE INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 300227875 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| PHSEAGLECREST INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311604817 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PHSINVER GROVE INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311725017 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| PHSOAKDALE INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411832098 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PHSSHOREVIEW INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311631264 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PHSWOODBURY INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311630828 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES & SERVICES | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 410758756 | SENIOR SERVICES | MN | 501(C)(3) | LINE 10 | 0 | N/A | |
| PRESBYTERIAN HOMES BLOOMINGTON CARE CENTER INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411862259 | NURSING HOME | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES CARE CENTERS INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411500288 | NURSING HOME | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES HOSPICE INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 260766609 | SENIOR SERVICES | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES HOUSING & ASSISTED LIVING INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411463801 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES MANAGEMENT & SERVICES INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411499595 | MANAGEMENT SERVICES | MN | 501(C)(3) | LINE 12C, III-FI | PHS | 0 | |
| PRESBYTERIAN HOMES MILL POND INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311581714 | NURSING HOME | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES OF ANDOVER INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411891862 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES OF ARDEN HILLS INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411482075 | NURSING HOME | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES OF BLOOMINGTON INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411871732 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PRESBYTERIAN HOMES OF NORTH OAKS INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 300054296 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| WAYZATA BAY SENIOR HOUSING INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 260615372 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| AVALON SQUARE INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311662044 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | PHW | 0 | |
| KIRKLAND CROSSINGS INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311662039 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHW | 0 | |
| PRESBYTERIAN HOMES OF WISCONSIN INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 396054152 | SENIOR SERVICES | WI | 501(C)(3) | LINE 10 | PHS | 0 | |
| GRANDVIEW CHRISTIAN HOME | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 410844893 | NURSING HOME | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| MILL RIDGE COMMONS | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 363545892 | SENIOR HOUSING | MN | 501(C)(3) | LINE 12A, I | PHS | 0 | |
| CROIXDALE | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 410843106 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| NOAHS ARK AFFORDABLE HOUSING INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411777250 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PHSCHANHASSEN INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 311725630 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| VALLEY SENIOR SERVICE ALLIANCE | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411915023 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| WILLIAMSBURG RETIREMENT COMMUNITY | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 753033211 | SENIOR HOUSING | MN | 501(C)(3) | LINE 12A, I | PHS | 0 | |
| PHS FOUNDERS RIDGE INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 208335025 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PHM NEW RICHMOND SENIOR HOUSING INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 411883153 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| SHEPHERD'S PATH SENIOR HOUSING INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 300225161 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHS | 0 | |
| PHS WEST HEALTH | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 412017315 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| PHW MENOMONEE FALLS INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 463069542 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | PHW | 0 | |
| HUDSON SENIOR HOUSING INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 352515900 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| PHSAPPLE VALLEY SENIOR HOUSING INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 810999634 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| FAIRVIEW FOUNDATION | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 363632069 | FUND DEVELOPMENT | IL | 501(C)(3) | PF | PHSPRESBYTERIAN HOMES FOUNDATION | Yes (1) | |
| PHW GERMANTOWN INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 811502691 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | PHW | 0 | |
| HUTCHINSON SENIOR CARE SERVICES | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 272357574 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHCC | 0 | |
| PHS COUNCIL BLUFFS INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 823917566 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| PHS INTERLUDE FRIDLEY LLC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 462904490 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
| PHW OCONOMOWOC INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 825492636 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | PHW | 0 | |
| PHW MUSKEGO INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 843659345 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | PHW | 0 | |
| PHSHIGHLAND PARK INC | |||||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 845153204 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | PHSPHHAL | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| WAYZATA BAY PLAZA RETAIL LLC | |||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 900996742 | RETAIL | MN | N/A | C | 0 |
| WAYZATA BAY WEST RETAIL LLC | |||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 800923832 | RETAIL | MN | N/A | C | 0 |
| WAYZATA BAY EAST RETAIL LLC | |||||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 364813006 | RETAIL | MN | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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